What we do

History

Our San Fernando Valley affiliate office first began in Encino in 2010, and outgrew to Woodland Hills in 2011, and now boasts an over 6500 square foot office space in the heart of the San Fernando Valley.

Strengthening Families with Trust and Understanding

We Bring Together Individuals, Families, Small Business Owners, And Some Of The Largest Insurance And Financial Services Providers In America To Make Financial Protection More Accessible To Middle-Income Families.

As an organization, we do two things. The first thing that we do is we help educate families on basic but solid financial conceptions. The second thing that we do is help individuals who are interested in a career in financial services, get started in the industry.

Our Associates help individuals, families, and business owners establish a solid financial foundation. Before starting any planning, our agents focus on first teaching people about basic financial concepts.

For more information, please contact us to set up a one a one, free, no obligation meeting.

MOREOVER

Under the umbrella organization of Syncis® one of the top financial marketing organizations in America, our agents bring together individuals, families, small business owners, as well as some of the largest financial institutions and insurance companies in America, to make financial products and services more accessible to all families.

Our mission is to provide the highest level of service possible while helping families attain proper financial protection and prepare for the future. Our Associates come from all walks of life and understand that many people may feel overwhelmed by the complexity of financial products. Since this is especially the case for people who have immigrated to this county and speak English as a second language, our Associates not only are diverse in experience, but we have Associates who natively speak Farsi, Armenian, Spanish, Russian, Vietnamese, Arabic, and Hindi among other languages.